# Jared Plotz

> Jared Plotz is a fee-only financial advisor at Ulland Investment Advisors in Minneapolis, Minnesota, who holds the CFA credential. Jared charges a percentage of assets (1% a year on the first tier of assets managed and a $250,000 asset minimum).

Page: https://find.wellspent.co/advisors/jared-plotz/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Ulland Investment Advisors
- **Based in:** Minneapolis, Minnesota
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; a $250,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $442.9M across 211 accounts
- **Credentials:** CFA
- **CRD:** 5953913 (https://adviserinfo.sec.gov/individual/summary/5953913)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 63 (2011)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.ullandinvestment.com

## Frequently asked questions

### Is Jared Plotz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jared holds no broker registration, and Ulland Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jared charge for financial advice?

Jared charges a percentage of assets.

### How much does Jared charge?

According to Ulland Investment Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $250,000 asset minimum.

### Where is Jared Plotz based?

Jared Plotz is based in Minneapolis, Minnesota.

### What credentials does Jared Plotz hold?

Jared Plotz holds the CFA credential.

### Is Jared Plotz registered with the SEC?

Yes. Jared Plotz is registered as an investment adviser representative in MN (CRD 5953913), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ulland Investment Advisors manage?

Ulland Investment Advisors reports $442.9M across 211 accounts in assets under management.

### How do I contact Jared Plotz?

Through Jared's website, www.ullandinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5953913): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.ullandinvestment.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.